Host a memorable and engaging AGM that inspires your stakeholders.

This blog post is part of five articles on organizational sustainability. Related articles are noted at the end of the post. Stage 4: Aspirations, Results, and Strategic Goals & Objectives When considering sustainability, where you are going and the results you want to deliver are a key component of creating a sustainable organization. If you don’t know what you are working towards or the results you want to achieve, it is difficult to set a direction and move towards it.

This blog post is part of five articles on organizational sustainability. Related articles are noted at the end of the post. Stage Two: Risk Assessment The Risk Assessment component of improving sustainability builds on what was learned during the Organizational Audits and requires that the Board determine what is “acceptable” risk in several areas. As noted above, how you break out the areas that you assess or the concerns you examine depends on your current Board, what ha

When it comes to creating a sustainable organization, it is vital that your organization be confident in what it does well, know what opportunities exist to explore, and constantly scan the marketplace for trends that can impact the sustainability of the agency.

This blog post is part of five articles on organizational sustainability. Related articles are noted at the end of the post. Stage One: Organizational Audits An organizational audit evaluates areas of your organization that are considered vital to its functioning. It compares an element's performance to the desired performance to meet your business needs or goals. The focus of your audit may vary depending on your specific key issues or concerns. The three most common organi

Your organization’s annual general meeting report is an information and marketing tool. It’s an opportunity to showcase and celebrate what has been achieved in the past 12 months and to bring members, community champions, funders, and partners up-to-date. While “standard” items need to be included in your annual report, the best annual reports tell a story using data, statistics, stories, images, videos, and facts. When you begin to think about your annual report, consider t

As with most AGMs, the ones I’ve attended often follow a standard agenda: updates on what’s happened throughout the year, progress made toward goals, presentation of financials and financial audit, voting in of new board members, and awards to recognize key volunteers, staff, or leaders. It’s standard fare, and this can be a little mundane for those active in the non-profit sector. So, how does a non-profit add excitement to its AGM agenda to make it more attractive an

Strategic board recruitment is essential. Too frequently, this strategic board priority is overlooked, and the opportunity to ensure a diverse, dynamic, healthy board is missed. Whether your Board is functioning optimally or needs improvement, spring is an excellent time for board member recruitment planning.

Stakeholder Engagement planning is easy. Getting people to show up and share ideas is more challenging.

Planning is required to run successful campaigns. Learn how to craft a community engagement plan to discover stakeholder needs.

Stakeholder engagement empowers our community share their ideas about our future and enables our agency to remain responsive to local needs.

Before recruiting new Board of Director members, doing an internal Board Evaluation to assess your Board's strengths and areas of improvement is helpful. Knowing how effective your board is, what strengths it brings, and the areas of improvement to focus on in the coming months, provides potential recruits and existing members with confidence that the board is self-aware and committed to ongoing learning and improvement.

In some cases, this transition from a working board to a governance board is natural and smooth; in other cases, tensions arise, and there is a push and pull as individuals struggle to understand the new parameters under which they must now work and the restrictions that may now be placed on them. Does your organization have the capacity to transition from a working board to a governance board?

Whether you are new to a Board of Directors or have been on a Board for a long time, you’ve likely heard about the two “types” of boards in the non-profit sector: working or governance boards. In this blog post, I’d like to examine the differences between the two and showcase the situations in which each type of board shines.

When a Board acts in the organization's best interest, makes rational and strategic decisions, and ensures the organization is managed thoughtfully, a Board fulfills its purpose. In short, it is functioning as it should. If only reality were that simple.

In a non-profit organization, no relationship is more important than the one between the Chair of the Board and the Executive Director (ED) or CEO. Curious about why this relationship is so meaningful.? Read on.

A healthy Non-Profit Board of Directors is dependent on two things: 1) knowing the responsibilities of the board and delivering on them, as discussed in Board Success Blueprint: Know your Responsibilities, and 2) the maintenance of constructive and collaborative communication alongside a focus on strategic decision-making. Given the fluidity of board dynamics, how is your board doing?

A strategic plan shouldn’t sit on a shelf. When the non-profit Board and Executive Director stay connected to the plan, clear KPIs, accountability, tracking and reporting make it easier to see what’s working, what’s not, and where it’s time to adjust. What do you do at your Board meetings to keep the strategic plan front and centre?

So, specifically in the context of non-profits, what do we mean when we make a “strategic decision?” We mean making decisions that align with the strategy (or direction) that we set overall: how we choose to operate, how we use our resources (people, time, money, or knowledge), what objectives we set for our teams (specific success metrics), and the actions or activities we focus on. What types of strategic decisions does your board make regularly?

When choosing KPIs and performance metrics for your non-profit strategic plan, start by asking your management team what they already track. Use existing data wherever possible, then add a few simple, measurable indicators that help your Board and Executive Director track progress, measure results, and strengthen accountability.